5/1/2024 | Janney Montgomery Scott LLC | 161,071 | $3.28M | 0.0% | -14.2% | 0.075% | |
5/1/2024 | New Harbor Financial Group LLC | 364,003 | $7.40M | 2.4% | -4.9% | 0.169% | |
4/30/2024 | Private Advisor Group LLC | 130,045 | $2.65M | 0.0% | -80.6% | 0.061% | |
4/30/2024 | J.W. Cole Advisors Inc. | 14,159 | $288K | 0.0% | -15.5% | 0.007% | |
4/30/2024 | Cutter & CO Brokerage Inc. | 10,360 | $211K | 0.1% | -60.5% | 0.005% | |
4/29/2024 | Commonwealth Equity Services LLC | 312,578 | $6.36M | 0.0% | -5.8% | 0.145% | |
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4/29/2024 | Tower Bridge Advisors | 13,404 | $273K | 0.0% | -74.9% | 0.006% | |
4/29/2024 | Marks Group Wealth Management Inc | 21,065 | $428K | 0.0% | -6.6% | 0.010% | |
4/27/2024 | Kellett Wealth Advisors LLC | 15,302 | $311K | 0.2% | -3.2% | 0.007% | |
4/26/2024 | Guild Investment Management Inc. | 97,957 | $1.99M | 2.5% | -0.7% | 0.046% | |
4/26/2024 | Latitude Advisors LLC | 10,825 | $220K | 0.1% | +4.8% | 0.005% | |
4/25/2024 | Lodestar Private Asset Management LLC | 66,199 | $1.35M | 0.2% | +1.5% | 0.031% | |
4/25/2024 | Cambridge Investment Research Advisors Inc. | 486,522 | $9.90M | 0.0% | +6.4% | 0.226% | |
4/24/2024 | CENTRAL TRUST Co | 7,905,114 | $160.79M | 4.0% | +1.7% | 3.678% | |
4/24/2024 | Demars Financial Group LLC | 96,688 | $1.97M | 1.0% | -4.3% | 0.045% | |
4/24/2024 | Simplicity Wealth LLC | 5,922,232 | $120.46M | 2.9% | N/A | 2.755% | |
4/24/2024 | Spire Wealth Management | 97,268 | $1.98M | 0.1% | +1.9% | 0.045% | |
4/23/2024 | Nations Financial Group Inc. IA ADV | 125,170 | $2.55M | 0.2% | +5.5% | 0.058% | |
4/23/2024 | Summit Trail Advisors LLC | 15,000 | $305K | 0.0% | -4.6% | 0.007% | |
4/23/2024 | Principle Wealth Partners LLC | 10,000 | $203K | 0.0% | N/A | 0.005% | |
4/23/2024 | Hunter Perkins Capital Management LLC | 80,195 | $1.63M | 0.3% | -7.4% | 0.037% | |
4/23/2024 | Raymond James Financial Services Advisors Inc. | 230,481 | $4.69M | 0.0% | -12.0% | 0.107% | |
4/23/2024 | Sapient Capital LLC | 254,414 | $5.18M | 0.1% | +0.4% | 0.118% | |
4/22/2024 | Strategic Financial Concepts LLC | 38,179 | $777K | 0.2% | +79.9% | 0.018% | |
4/22/2024 | PFG Investments LLC | 476,421 | $9.69M | 0.6% | N/A | 0.222% | |
4/22/2024 | Accordant Advisory Group Inc | 13,485 | $274K | 0.2% | N/A | 0.006% | |
4/19/2024 | Veracity Capital LLC | 18,819 | $383K | 0.1% | -5.1% | 0.009% | |
4/19/2024 | Cornerstone Wealth Management LLC | 51,712 | $1.05M | 0.1% | -2.4% | 0.024% | |
4/19/2024 | Financial Sense Advisors Inc. | 90,437 | $1.84M | 0.6% | +3.8% | 0.042% | |
4/17/2024 | Sandy Cove Advisors LLC | 21,100 | $429K | 0.2% | +31.1% | 0.010% | |
4/16/2024 | Wealth Enhancement Advisory Services LLC | 104,196 | $2.12M | 0.0% | -1.1% | 0.048% | |
4/15/2024 | Wealthcare Advisory Partners LLC | 38,923 | $792K | 0.0% | -11.2% | 0.018% | |
4/15/2024 | Brookstone Capital Management | 226,687 | $4.61M | 0.1% | +4.2% | 0.105% | |
4/15/2024 | Columbia Advisory Partners LLC | 27,781 | $565K | 0.6% | +19.1% | 0.013% | |
2/21/2024 | Garde Capital Inc. | 7,245 | $139K | 0.0% | N/A | 0.003% | |
2/14/2024 | Stonehage Fleming Financial Services Holdings Ltd | 2,118 | $41K | 0.0% | +109.1% | 0.001% | |
2/12/2024 | Burkett Financial Services LLC | 2,766 | $53K | 0.0% | N/A | 0.001% | |
2/12/2024 | Madden Advisory Services Inc. | 17,748 | $340K | 0.2% | -18.5% | 0.008% | |
2/9/2024 | Nations Financial Group Inc. IA ADV | 118,626 | $2.27M | 0.2% | -2.5% | 0.055% | |
2/9/2024 | Journey Strategic Wealth LLC | 28,481 | $545K | 0.0% | +37.1% | 0.013% | |
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2/9/2024 | Wells Fargo & Company MN | 692,114 | $13.25M | 0.0% | +0.5% | 0.322% | |
2/8/2024 | Cowen AND Company LLC | 164,132 | $3.14M | 0.7% | -54.9% | 0.076% | |
2/7/2024 | Avantax Advisory Services Inc. | 62,674 | $1.20M | 0.0% | -27.9% | 0.029% | |
2/6/2024 | Lincoln National Corp | 213,920 | $4.10M | 0.1% | +85.6% | 0.100% | |
2/6/2024 | Montis Financial LLC | 29,640 | $568K | 0.3% | -12.4% | 0.014% | |
2/5/2024 | Andina Capital Management LLC | 47,719 | $914K | 0.8% | N/A | 0.022% | |
2/5/2024 | Shufro Rose & Co. LLC | 1,637,836 | $31.37M | 2.8% | -0.6% | 0.762% | |
2/2/2024 | Atria Wealth Solutions Inc. | 101,211 | $1.94M | 0.0% | +15.4% | 0.047% | |
2/1/2024 | Marks Group Wealth Management Inc | 22,547 | $432K | 0.0% | -93.9% | 0.010% | |
2/1/2024 | Telemus Capital LLC | 149,592 | $2.87M | 0.2% | -7.3% | 0.070% | |
1/29/2024 | Simplicity Solutions LLC | 6,018,612 | $115.26M | 3.1% | -3.8% | 2.800% | |
1/25/2024 | Bleakley Financial Group LLC | 6,019,273 | $115.27M | 3.7% | -3.7% | 2.800% | |
1/24/2024 | Quilter Plc | 47,092 | $902K | 0.0% | -23.5% | 0.022% | |
1/23/2024 | Howland Capital Management LLC | 869,960 | $16.66M | 0.9% | -2.2% | 0.405% | |
1/23/2024 | UMB Bank n.a. | 7,033 | $135K | 0.0% | -26.0% | 0.003% | |
1/17/2024 | J Arnold Wealth Management Co | 41,493 | $795K | 0.3% | +2.7% | 0.019% | |
1/5/2024 | CGN Advisors LLC | 57,140 | $1.09M | 0.2% | +9.4% | 0.027% | |
11/21/2023 | Tompkins Financial Corp | 29,000 | $502K | 0.1% | -32.2% | 0.013% | |
11/17/2023 | Sprott Inc. | 788,669 | $13.66M | 1.1% | -13.2% | 0.367% | |
11/14/2023 | Bluefin Capital Management LLC | 739,486 | $12.81M | 1.1% | N/A | 0.344% | |
11/14/2023 | BOS Asset Management LLC | 64,773 | $1.12M | 0.8% | -17.0% | 0.030% | |
11/13/2023 | Stifel Financial Corp | 188,016 | $3.26M | 0.0% | +22.8% | 0.087% | |
11/13/2023 | LPL Financial LLC | 749,268 | $12.98M | 0.0% | +12.6% | 0.349% | |
11/13/2023 | Cardiff Park Advisors LLC | 36,075 | $625K | 0.1% | -6.7% | 0.017% | |
11/9/2023 | Jupiter Asset Management Ltd. | 2,344,182 | $40.60M | 0.4% | -18.1% | 1.091% | |
11/9/2023 | Heritage Wealth Advisors | 3,000 | $52K | 0.0% | -20.0% | 0.001% | |
11/8/2023 | Janney Montgomery Scott LLC | 254,568 | $4.41M | 0.0% | +62.6% | 0.118% | |
11/8/2023 | Journey Strategic Wealth LLC | 20,774 | $360K | 0.0% | -54.8% | 0.010% | |
11/7/2023 | Kellett Wealth Advisors LLC | 15,803 | $274K | 0.2% | N/A | 0.007% | |
11/7/2023 | Financial Sense Advisors Inc. | 105,734 | $1.83M | 0.8% | +11.5% | 0.049% | |
11/6/2023 | Flputnam Investment Management Co. | 47,088 | $816K | 0.0% | -2.0% | 0.022% | |
11/3/2023 | Private Advisor Group LLC | 734,667 | $12.72M | 0.1% | +2.8% | 0.342% | |
11/3/2023 | Main Street Financial Solutions LLC | 90,595 | $1.57M | 0.2% | -2.5% | 0.042% | |
11/1/2023 | Tower Bridge Advisors | 44,000 | $762K | 0.1% | +7.8% | 0.020% | |
10/26/2023 | Park Avenue Securities LLC | 20,472 | $355K | 0.0% | -2.8% | 0.010% | |
10/26/2023 | Ruedi Wealth Management Inc. | 7,009 | $121K | 0.1% | +248.9% | 0.003% | |
10/25/2023 | Veracity Capital LLC | 24,930 | $432K | 0.2% | -26.9% | 0.012% | |
10/24/2023 | J.W. Cole Advisors Inc. | 16,759 | $290K | 0.0% | -6.4% | 0.008% | |
10/24/2023 | Raymond James & Associates | 665,768 | $11.53M | 0.0% | -0.3% | 0.310% | |
10/24/2023 | Cambridge Investment Research Advisors Inc. | 205,074 | $3.55M | 0.0% | +1.2% | 0.095% | |
10/20/2023 | Brookstone Capital Management | 213,760 | $3.91M | 0.1% | -23.8% | 0.099% | |
10/16/2023 | Columbia Advisory Partners LLC | 24,070 | $417K | 0.5% | +14.1% | 0.011% | |
10/16/2023 | Summit Global Investments | 25,054 | $434K | 0.0% | +3.1% | 0.012% | |
10/11/2023 | AE Wealth Management LLC | 86,629 | $1.50M | 0.0% | +8.0% | 0.040% | |
8/21/2023 | Osaic Holdings Inc. | 950,535 | $17.13M | 0.0% | +5.6% | 0.442% | |
8/16/2023 | Quilter Plc | 65,442 | $1.18M | 0.0% | -11.1% | 0.030% | |
8/15/2023 | Journey Strategic Wealth LLC | 45,959 | $828K | 0.0% | -25.1% | 0.021% | |
8/15/2023 | BOS Asset Management LLC | 78,009 | $1.41M | 1.1% | +3.6% | 0.036% | |
8/14/2023 | Roberts Glore & Co. Inc. IL | 149,021 | $2.69M | 0.9% | -1.6% | 0.069% | |
8/14/2023 | Resurgent Financial Advisors LLC | 12,000 | $216K | 0.1% | -14.3% | 0.006% | |
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8/14/2023 | CSS LLC IL | 71,408 | $1.29M | 0.1% | -12.1% | 0.033% | |
8/14/2023 | Bleakley Financial Group LLC | 6,241,294 | $112.47M | 3.5% | +2.1% | 2.904% | |
8/14/2023 | Hunting Hill Global Capital LLC | 1,050,393 | $18.93M | 6.1% | -13.3% | 0.489% | |
8/11/2023 | Cidel Asset Management Inc. | 12,313 | $231K | 0.0% | +8.8% | 0.006% | |
8/11/2023 | Cibc World Market Inc. | 370,448 | $6.68M | 0.0% | +1.9% | 0.172% | |
8/11/2023 | Baird Financial Group Inc. | 1,296,435 | $23.36M | 0.1% | -0.1% | 0.603% | |
8/11/2023 | Kestra Advisory Services LLC | 236,583 | $4.26M | 0.0% | +97.4% | 0.110% | |
8/11/2023 | D.A. Davidson & CO. | 34,720 | $626K | 0.0% | -4.4% | 0.016% | |
8/11/2023 | Elgethun Capital Management | 7,480 | $135K | 0.0% | N/A | 0.003% | |
8/11/2023 | PNC Financial Services Group Inc. | 39,445 | $711K | 0.0% | +6.9% | 0.018% | |